See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,591 | $59,805+31.4% | $79,550-1.2% | $68,494+14.7% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | -17.79% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,712 | $1,505+13.8% | $2,413-29.0% | $2,596-34.1% |
| Participant deferral / active EE | $6,082 | $3,024+101.1% | $3,985+52.6% | $4,027+51.0% |
| Admin fee / account holder | $3,439 | $4,835-28.9% | $6,832-49.7% | $5,403-36.3% |